How to Change the Ship-To Address Without Updating the Bill-To Address
When a sales order has already been invoiced, changing the Ship-To information can also update the Bill-To information if both are linked to the same customer address. To change only the Ship-To information, you’ll need to reopen the invoice and create or select a separate customer address.
Step 1: Review the Sales Order
Open the sales order that has already been invoiced.
In this example, the Ship-To information matches the Bill-To information. If you simply click the information (i) icon and update the address, both the Ship-To and Bill-To information will be changed.
To avoid changing the Bill-To information, you’ll need to reopen the invoice.
Step 2: Reopen the Invoice
Scroll down to the invoicing section of the sales order and reopen the invoice.
Enter a reason for reopening the invoice.
Click Re-open.
Confirm that the invoice status is now Open.
Step 3: Open the Customer Selection
Click the person icon to open the customer selection window.
This displays the customers currently available in the system.
Use the search function to find the customer associated with the order.
In this example, the search shows that the customer currently has only one address.
Step 4: Create a New Customer Address
Because the existing address is also being used for the Bill-To information, create a new customer record using the same customer name.
When you enter the customer name, the system may display a message indicating that a customer with that name already exists more than once.
Click View to review the existing customer information.
Verify that the information matches the customer you are working with. Then click Back to return to the customer search and continue creating the new customer/address.
Step 5: Enter the New Ship-To Address
Create the new address for the customer.
Enter the required address information and save the record.
When prompted, select the address that has been verified through Google.
After saving, the system will assign the new customer/address a separate ID.
This separate ID ensures that the new Ship-To address is independent of the original customer ID used for the Bill-To and previous Ship-To information.
Step 6: Save the Sales Order
Confirm that the new customer/address is assigned to the Ship-To field.
Save the sales order.
The Bill-To information will remain associated with the original customer/address, while the Ship-To information will use the newly created customer/address.
Step 7: Return to Invoicing
Once the sales order has been saved, return to the invoicing section.
You can now proceed with invoicing the sale using the updated Ship-To information.
Summary
To change only the Ship-To address on an already-invoiced sales order:
Reopen the invoice.
Open the customer selection.
Search for the existing customer.
Create a new customer/address using the same customer name.
Enter and verify the new Ship-To address.
Save the order.
Return to invoicing.
Creating a separate customer/address ID allows you to change the Ship-To information without modifying the existing Bill-To information.